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Building 2CERCANO MANAGEMENT LLC

Map pinBELLEVUE, WA
Phone425-371-7500
NotebookSEC #801-122903
Total AUM
$10.6B
Employees
79
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 112TH AVENUE NE
SUITE 202
BELLEVUE
WA 98004
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
425-371-7500
Other Offices
2

ReceiptFinancials

Total AUM
$10.6B
Accounts
48
Discretionary
$10.4B
Accounts
44
Non-Discretionary
$238.9M
Accounts
4

ContactClients

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HNW Individual Clients
13
AUM
$1.4B
Pooled Vehicle Clients
31
AUM
$8.8B
Charitable Organization Clients
1
AUM
$22.8M
Corporation or Business Clients
1
AUM
$397.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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